Insurance Broker - Personal Lines

Collectivfide Insurance Brokers Inc.; Barrie; On-site; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health and dental benefit

Employer pension matching

Generous vacation time

Personal days

Volunteer days

Pawreavement Leave

Job summary

R.K. Mooney Insurance seeks a Personal Lines Insurance Broker to join a client-first team. You will service an assigned book, handle quotes, renewals, endorsements, and cancellations, and may earn commission on new business referrals.

In this role you will assess risk with underwriters, document actions in the BMS, stay compliant with binding authorities and RIBO regulations, and support clients through claims with empathy while collaborating with colleagues to maintain a high-quality experience.

Qualifications

• RIBO license is required.
• At least 1 year of Personal Lines experience.
• Experience servicing an assigned book of business.
• Remain current and develop expertise in assigned markets.
• Knowledge of Applied EPIC is an asset.

Responsibilities

• Service an assigned Personal Line book of business and may earn commission on new business referrals.
• Manage quote to renewal, endorsements, remarkets and cancellations.
• Review risk and underwriting information to tailor client coverage.
• Document actions in the BMS and maintain complete records.
• Ensure compliance with binding authorities and RIBO regulations.
• Assist clients through the claims process with empathy.
• Follow up on client accounts to resolve outstanding activities.
• Collaborate with the team to provide a high-quality client experience.
• Stay current on products, underwriting guidelines, and markets.

Skills

RIBO licensed

Personal Lines experience

Manage book of business

Market knowledge

Applied EPIC (asset)

Tools

Applied EPIC

Job description

Purpose:

At R.K. Mooney Insurance, we are looking to add a Personal Lines – Insurance Broker to our client-first focused team. In this role, you get to play to your strengths and work autonomously yet be part of a larger team committed to understanding our customers to ensure they are protected and get the level of service they deserve.

Key Responsibilities:

• Your focus will be to service an assigned Personal Line book of business, with the option to also earn additional commission for any new business sales you bring to R.K. Mooney via referrals, cross-sell, etc.
• Manage all aspects of the customer life cycle from quote to renewal, endorsements, remarket and cancellations for your assigned client group.
• Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients; they are looking to you to be their trusted advisor to make sure they have the right protection for their unique needs.
• Document all required action in the BMS to ensure complete and accurate records, mitigation E&O exposures for the brokerage.
• Ensure compliance with carrier binding authorities and RIBO regulations.
• Take new claim reports, help clients navigate through this process with empathy, and submit them to the insurance carrier
• Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.
• Collaborate with the broader team to provide consistent and high-quality client experience.
• Stay current on insurance products, underwriting guidelines, and assigned markets while remaining open to new market opportunities.

Qualifications:

• Must be RIBO licensed.
• Minimum 1-year Personal Lines experience.
• Proven track record servicing an assigned book of business.
• Remain current and develop expertise in assigned markets, staying open to new market opportunities.
• Working knowledge of Applied EPIC is an asset

Compensation & Benefits

We believe in being transparent about compensation. Our salary ranges reflect the skills, experience, and responsibilities required for each role, while providing opportunities for growth as you develop your career with us.

Candidates with extensive, directly relevant experience will typically be hired at or near the midpoint of the salary range. The upper end of the range is generally reserved for team members who consistently demonstrate exceptional performance, make a meaningful impact, and continue to grow within their role. Those who are earlier in their career or building experience may join below the midpoint, with opportunities to progress over time.

Your final salary will be based on your experience, skills, qualifications, and the value you bring to the role. Of course, great compensation is about more than salary. We offer a competitive total rewards package that includes:

• Comprehensive health and dental benefits
• Employer pension matching
• Generous vacation time
• Personal days
• Volunteer days
• Pawreavement Leave, because we know pets are family, too

Accessibility & Inclusion

If due to a disability you require accommodation or accessible format and communication support, please submit your request in writing we will work together to develop an individualized accommodation plan for you.